On today’s show, we are joined by Ima Casanova, Portfolio Manager for the active gold and Precious Metals Strategy and Senior Analyst for the active Natural Resources Equity Strategy to discuss gold hitting all time highs, gold miners vs gold performance, macro factors investing in gold, demand from central banks, and much more!
Ben Carlson
Talk Your Book: The Nasdaq 100 of Crypto
On today’s show, we are joined by Samir Kerbage, CIO of Hashdex to discuss price action in 2025, narratives around price action, how the index is constructed, Bitcoins investment thesis, and much more!
Where is All of the Money Coming From?
How do investors continue to buy the dip?
The Dumb Money Isn’t So Dumb Anymore
Is financial education finally working?
Animal Spirits: Is Financial Education Working?
On today’s show we discuss how retail became the smart money, why long-term investing caught on, where the money is coming from to buy the dips, chances of re-testing the lows, the Moody’s downgrade, millionaires next door, takeout food culture, the broken housing market and more.
7 Attributes of The Millionaire Next Door
How the millionaire next door builds their wealth.
Some Things I’ll Never Spend Money On
Why I’m not a golfer.
The Sunk Costs of Market Timing
What if you sold in January in hopes of buying much lower but missed your shot?
60/40 Portfolio Corrections, Bear Markets and Recoveries
A reader asks: I saved one of your articles that had some figures from all the bear markets since 1950 thru 2020 (was couple years ago). It had a table with the % drop at the trough, the number of days to the bottom, the date and number of days back up to breakeven, as…
Animal Spirits: Winners & Losers From the Stock Market Rally
On today’s show we discuss the China trade deal, retail was right, Wall Street was wrong, price vs. sentiment, markets saved us from a recession, record stock buybacks, 4-to-1 leverage and private equity in your 401k, Michael’s real estate deals and more.
